Citywire Regional Stars Awards 2018


Alpha Portfolio Management is named as a finalist in the Citywire Regional Stars Awards 2018

We are very pleased to announce that Alpha has been shortlisted in the annual Citywire Wealth Manager Regional Stars Awards for 2018 – South West Region

The awards are directed by financial advisers, who outsource their investment management for their clients, to discretionary investment management companies. Specifically, advisers are asked to score the discretionary firms on a number of criteria, including performance, service levels and reporting. We will know the outcome on the 8th March 2018.

We would like to take this opportunity to thank all the advisers who work with Alpha and invite those who don’t, to get in touch!

I thought it was also worthwhile putting forward some of the key features and benefits of Alpha’s proposition:

  • We specialise in providing bespoke investment solutions to clients of financial advisers
  • The Alpha team has 20+ years of experience working with financial advisers and their clients nationwide
  • We believe we have one of the most comprehensive offerings in the DFM market, offering a tailored solution, bespoke to your client, your preferred product providers and platforms
  • We work with you to ensure definitions of investment risk are aligned and a risk mapping exercise is completed
  • Defaqto 5  rated propositions
  • Extensive research expertise, supported by wide-ranging analysis on global macro, equity, bond and alternatives strategies
  • Working with a broad range of third party providers, including Cofunds, Novia, Nucleus, 7IM and Transact.
  • Alpha’s Assets under Management are now in excess of £200 million, £75 million of which is on third-party platforms

We work with Financial Advisers to enhance their range of investment services and increase choice for their clients. Building long-term relationships that support successful businesses.

If you would like further information on Alpha and our services, please contact Andrew Morris on 0117 203 3460 or via email

Andrew Morris – Principal & Head of Business Development
Alpha Portfolio Management

Notes for Editors:

Alpha Portfolio Management (Alpha) specialises in providing discretionary portfolio management to clients of financial advisers. Alpha offers two key investment services, namely the Managed Portfolio Service and Bespoke Portfolio Service. The minimum investment for the Managed Portfolio Service starts at £20,000, with bespoke portfolios managed from £100,000. Both services are cost and risk conscious investment propositions drawing on the team’s expertise in investment vehicles ranging from direct equities and bonds to collectives.

The Alpha team have a successful track record of working with financial advisers and their clients for over 20 years. Members of the Alpha team have previously been acknowledged for investment performance and their breadth and depth of service.

Alpha Portfolio Management

Tel: 0117 203 3460

1 The Square, Temple Quay, Bristol BS1 6DG

Alpha Portfolio Management is a trading name of R C Brown Investment Management PLC which is authorised and regulated by the Financial Conduct Authority.

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